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FR
ECO

CREATE

Financial Blueprints
for a Better Tomorrow

EDUCATE

Insights Designed to Build
and Protect your Wealth

PARTNER

Experience the Power of an
Impactful and Rewarding Career

BUILD

Develop the Next Generation of
Empowered Financial Professionals

DREAM

Purpose-driven Plans
Designed with the End in Mind

About

We promote financial concepts, strategies and solutions that stand the test of time.

We are committed to providing practical needs-based advice.

We attract and retain industry experts by providing a comprehensive platform powered by an industry-leading revenue sharing model.

We partner with entrepreneurs looking to build both impactful and profitable agencies across Canada.

Why

Our passion is to help people unleash the power of their finances by taking full advantage of the best financial products, concepts, and strategies available in the market.

Our quest to seek out and partner with entrepreneurs to build rewarding businesses is built on integrity, competence, and a deep desire to help people achieve their goals.

Our belief is that strong and vibrant communities are created when their members are financially stable, thriving, and confident about their future.

Values

People are not a means to an end.

It takes courage to embrace change.

Competence breeds confidence.

Excellence and elegance matter.

Grit is the fuel that powers dreams.

Mission

Our strategic imperative is to increase access to the financial services industry. We achieve this through a network of experts who provide needs-based, practical and data-driven solutions to the growing financial challenges facing Canadians every day.

Personal Strategies

Our highly trained licensed professionals are committed to providing needs-based advice with well-researched solutions.

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Cashflow & Debt Management

Free consultation services.

Individual & Family plans with benefits such as early payout and premium cashback.

Research-based guaranteed retirement portfolios.

Guaranteed growth-oriented strategies and access to scholarship plans.

Health & Dental plans that reward you for healthy living.

Access to a secure digital platform allowing for unlimited revisions and updates.

Corporate Strategies

Protect and grow your bottom line with the support of our Business Owner Specialists who will uncover opportunities to unlock the value in your business.

Group & Employee Benefits

Invest in your employees by setting up a tax efficient health & retirement benefits program for your employees.

Take advantage of strategies that can significantly minimize your tax bill when drawing on corporate assets during retirement.

Transfer assets to your heirs and beneficiaries by leveraging tax-efficient strategies.

Protect yourself and your employees from income loss should an illness or injury prevent you from working.

Customized plans for startups.

Agency Partnerships

Join our growing network of financial services professionals across the nation building scalable businesses.

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Full Service Brokerage

Access to all of Canada’s major insurance and investment firms.

Powerful exclusive back office designed for Eau Claire Partners.

A client-focused training model with minimal administrative hassles.

Low overhead frees you to expand nationwide.

Own your book of business. 100%. From Day 1.

A career exit program that rewards your efforts.

Risk Management

Industry Giants. Premiere Products. Exceptional Value.

Asset Management

Access to world-class asset management.

Professional Network

A broad shelf of core offerings and referral partnerships.

Health Insurance

  • Personal health insurance
  • Critical illness insurance
  • Long term care insurance
  • Disability insurance

Life Insurance

  • Term life insurance
  • Permanent life insurance
  • Participating life insurance
  • Universal life insurance

Savings Plans

  • RRSP
  • TFSA
  • RESP

Retirement Income Plans

  • Annuity products
  • RRIF
  • LIF

Investment Products

  • GIC’s and Insurance GIC’s
  • Segregated funds

Other Insurance

  • Mortgage protection insurance
  • Family insurance
  • Workplace benefits
  • Affinity markets
  • Business owner insurance

Other Investments

  • Workplace investments
  • Brokerage services

Referral Network

  • Personal & Commercial Home & Auto Insurance
  • Homeowner, Condo & Tenant Insurance
  • Watercraft, motorhomes, vacation trailers
  • Errors & Omissions, professional liability, directors & officers

What They Say About US!

I’ve been getting medical insurance from Eau Claire Partners Inc for the past year or so and so far had the best experience! Olga always helped me if I had any questions and would come up with solutions very fast and professionally. Never had any problems! Very good service thank you again!
- Anton
Karan and Mithila are personable and absolutely great at what they do. They offer genuine advice and make every effort to understand your insurance needs. From the moment I contacted them, they displayed extensive knowledge and guided me effortlessly through policy selection. For anyone seeking reliable and trustworthy travel insurance, I highly recommend Karan and Mithila at Eau Claire.
- Saurabh V.
I had a pleasure of getting my life insurance from Eau Claire Partners. Vlad Balashov presented me with few options after assessment of my current financial situation. All I had to do was pick one option, answer some medical questions and my policy was in my mailbox 2 weeks later. It was very easy, thanks.
- Irina T.
I am definitely very satisfied with the policy acquired by Eau Claire Partners. Cesar Bautista guided me through the whole process and answered all my questions. Clearly, I have no doubt that I made a good decision for my future. Excellent service and follow-up.
- Alejandro V.
I am absolutely delighted with Dipak's service. It was so reassuring to work with him as he was truly interested in our needs and circumstances. He impressed me with his professionalism and knowledge. He was able to set up my family and I with RESPs, life insurance and more. Now I have that extra step of security and feel more at ease. I cannot thank him enough! I highly recommend Dipak at Eau Claire Partners.
- Krista C.
Carlton and Eau Claire Partners has helped my family and I best prepare for the future. Providing us with countless nuggets of financial guidance and tools has put us in a better position to navigate the ups and downs life may bring. All this with a personal touch as well. 5 stars!
- Candice B.
Dealing with Noel from Eau Claire Partners Inc. was an enlightening experience and gave me back hope. Our family felt like we were in dire straights and the support Noel has given us turned destitution into inspiration. My husband and I feel secure in our future now, in a way we never have before. This is a good feeling. Worth looking into a financial advisor, even more worth spending your time with the knowledgeable, helpful, and kind people at Eau Claire.
- Suki M.
When it comes to finding awesome financial advisors, Eau Claire Partners Inc. is the place to go. I am always impressed with Brehanu Misganaw’s professionalism and customer service. He is very polite, honest and detail-oriented. I highly recommend Brehanu to anyone in search of great financial advisors!!!
- Ruth A.

Reach Out!

Let us know what you’ve got on your mind and we’ll be happy to start a conversation with you.

Your better tomorrow can start today!

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